Customized plans and services for individuals and families, institutions and family offices.
We serve individuals and families, many of whom own or have sold an entrepreneurial business. They want to preserve and grow their wealth and leave a legacy for future generations. Clients come to us for sophisticated counsel and tailored solutions to help ensure their investment success.
We serve family offices and institutions, including endowments and foundations, that are typically seeking custom investment solutions, transparent recommendations, and comprehensive reporting. Whether they need a strong partner to execute their own investment thinking, or an advisor to analyze, research and recommend a successful, long-term investment strategy, BNY Mellon Wealth Management has the expertise and resources to help clients achieve their unique goals.
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